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MVPL vs QMLFX

Shared holdings
1
MVPL covered by QMLFX
69.31%
QMLFX covered by MVPL
69.31%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 2 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MVPL (March 31, 2026)

SecurityWeight
SPDR S&P 500 ETF Trust99.65%
U.S. Bank Money Market Deposit Account0.35%

QMLFX (March 31, 2026)

SecurityWeight
SPDR S&P 500 ETF Trust69.31%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND12.52%
iShares Russell Mid-Cap Value ETF7.80%
iShares Trust RUSSELL 1000 VALUE ETF3.88%
ISHARES MSCI EMERGING MARKETS INDEX FUND2.74%
MONEYMKT1.60%
FRST AM-GV OB-Z1.60%
iShares Trust RUSSELL 2000 VALUE ETF0.48%
ISHRE RUSEL 2000 VAL0.07%

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